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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,549,142 | $289,211+435.6% | $260,467+494.8% | $198,609+680.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 16.86% | 112.90%-96.0pp | 100.60%-83.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $46,500 | $4,663+897.2% | $4,239+997.1% | $5,055+819.8% |
| Participant deferral / active EE | $32,875 | $6,812+382.6% | $6,319+420.2% | $6,977+371.2% |
| Admin fee / account holder | $2 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |